Mid-America Planned Giving Council

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Jim Berger

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James P. Berger, JD, CFP®, Senior Attorney with Berger Estate & Elder Law P.A.

Topic: Dealing with Aging Clients

Summary of presentation:  Dementia and Alzheimer’s are progressive, unpredictable diseases affecting each person differently. Attorneys and other professional advisors are in a trusted confidential position to guide and assist an aging client in dealing with these difficulties. It is critical to the welfare of your clients and their families that you are able to spot the symptoms of these diseases and their detrimental behaviors as they arise. In this session, you will learn how to proactively deal with these situations.

Learning Objectives:
• Learn about the warning signs of the onset of dementia
• Learn how to protect your client form financial abuse
• Learn about the best legal tools to protect your client’s assets from long term care expenses

About Jim:  Jim Berger is the senior attorney with Berger Estate & Elder Law, P.A. He is licensed in Kansas and Missouri, with more than 30 years of experience. Jim concentrates in the areas of estate planning, elder law and probate. As a Certified Financial Planner®, he approaches law with a thorough knowledge of investing and money management. Jim has served on numerous boards and committees, including president of the Kansas Chapter of the National Academy of Elder Law Attorneys, and chairman of the Kansas Bar Association Committee on Legal Issues Affecting the Elderly and the Disabled.